FUNDING
Company Profile
Broadcom designs and supplies semiconductor and infrastructure software solutions, spanning networking chips, custom AI accelerators (ASICs), broadband, storage, and enterprise software (e.g., VMware).
Founded 1991Palo Alto, CaliforniaAVGO
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Broadcom FAQ
- Is Broadcom publicly traded?
- Yes. Broadcom trades under the ticker AVGO.
Coverage Timeline
newest first- Aug 5, 2026FUNDINGApollo Names AI Sector Head to Chase Megadeals→
- Aug 3, 2026FUNDINGMediaTek Commits $5B to Chase the AI Datacenter Boom→
- Jul 29, 2026REGULATIONGlobalFoundries Wins $300M US Grant for AI Chip Photonics→
- Jul 28, 2026FUNDINGThe Memory Supercycle Is Repricing Every Hardware Term Sheet→
- Jul 27, 2026AIBroadcom Jumps As Samsung Lands $200B AI Chip Deal$200B Chip Deal→
- Jul 7, 2026BIG TECHBroadcom and Apple Extend Custom Chip Pact Through 2031Multi-year extension through 2031→
- Jul 7, 2026AIBroadcom's Custom Chips Are Eating Nvidia's Growth StoryCustom silicon: 27% CAGR vs. 16% for merchant chips→
- Jul 6, 2026AINvidia Becomes the Black Sheep of 2026's Chip Rally$75.2B data-center revenue, +3.2% YTD stock→
- Jun 24, 2026AIOpenAI Unveils 'Jalapeño,' Its First Custom AI Chip, Built With Broadcom for Inference at ScaleFirst custom inference chip→
- Jun 18, 2026AIAnthropic Locks 3.5-Gigawatt Google TPU Deal as It Passes OpenAI on Revenue→
All Coverage
FUNDING
Apollo Names AI Sector Head to Chase Megadeals
Apollo Global Management named a dedicated AI sector head to coordinate financing teams and pursue repeat megadeals with chipmakers, building on its $35 billion Broadcom AI infrastructure financing struck in June.
BRIEF
FUNDING
MediaTek Commits $5B to Chase the AI Datacenter Boom
FUNDING
MediaTek Commits $5B to Chase the AI Datacenter Boom
MediaTek is lining up a $5 billion war chest to push into AI datacenter chips, a direct bid to grab share of the custom-silicon business Nvidia and Broadcom have dominated as hyperscaler AI spend keeps climbing.
REGULATION
GlobalFoundries Wins $300M US Grant for AI Chip Photonics
REGULATION
GlobalFoundries Wins $300M US Grant for AI Chip Photonics
The US Commerce Department will award GlobalFoundries $300 million in CHIPS Act funding to develop silicon photonics for faster, more efficient AI chip connections, with AMD, Broadcom, Cisco, Meta, Microsoft, and Qualcomm publicly backing the investment.
FUNDING
The Memory Supercycle Is Repricing Every Hardware Term Sheet
FUNDING
The Memory Supercycle Is Repricing Every Hardware Term Sheet
RAM costs sextupling, Samsung's $200B HBM4E deal with Broadcom, and CXMT's blistering $540B Shanghai debut are three faces of one supply shock now reshaping how VCs underwrite anything with a bill of materials.
AI
Broadcom Jumps As Samsung Lands $200B AI Chip Deal
AI$200B Chip Deal
Broadcom Jumps As Samsung Lands $200B AI Chip Deal
Samsung signed a memorandum of understanding worth more than $200 billion through 2030 to supply Broadcom with HBM4 memory and 2-nanometer foundry manufacturing, and Broadcom shares climbed on the news.
BIG TECH
Broadcom and Apple Extend Custom Chip Pact Through 2031
BIG TECHMulti-year extension through 2031
Broadcom and Apple Extend Custom Chip Pact Through 2031
Broadcom and Apple agreed on July 7 to extend their custom-silicon partnership through 2031, deepening a relationship that dates to the late 2000s as Broadcom's ASIC business increasingly threatens Nvidia elsewhere.
AI
Broadcom's Custom Chips Are Eating Nvidia's Growth Story
AICustom silicon: 27% CAGR vs. 16% for merchant chips
Broadcom's Custom Chips Are Eating Nvidia's Growth Story
Custom AI chips designed by Broadcom for Alphabet and Meta are forecast to grow nearly twice as fast as merchant AI accelerators like Nvidia's through 2033, reshaping who captures the AI buildout's chip margins.
AI
Nvidia Becomes the Black Sheep of 2026's Chip Rally
AI$75.2B data-center revenue, +3.2% YTD stock
Nvidia Becomes the Black Sheep of 2026's Chip Rally
Despite record data-center revenue up 92% year over year, Nvidia's stock is up just 3.2% in 2026 while AMD has gained 171% and Micron 304%, as Broadcom's custom AI chips reshape the competitive order.
AI
OpenAI Unveils 'Jalapeño,' Its First Custom AI Chip, Built With Broadcom for Inference at Scale
AIFirst custom inference chip
OpenAI Unveils 'Jalapeño,' Its First Custom AI Chip, Built With Broadcom for Inference at Scale
OpenAI revealed Jalapeño, its first in-house silicon -- a chip designed with Broadcom and purpose-built for running AI models (inference) rather than training them. OpenAI says early results show 'significantly better performance-per-watt' than current state-of-the-art alternatives, marking its most concrete step yet to reduce a near-total dependence on Nvidia GPUs.
AI
Anthropic Locks 3.5-Gigawatt Google TPU Deal as It Passes OpenAI on Revenue
AI
Anthropic Locks 3.5-Gigawatt Google TPU Deal as It Passes OpenAI on Revenue
Anthropic committed to roughly 3.5 gigawatts of Google TPU capacity through 2031 via Broadcom -- one of the largest disclosed AI compute contracts ever -- as the company's revenue run rate hit a reported $30 billion annualized, up from $14 billion in February, overtaking OpenAI. The pairing of an enormous non-Nvidia compute deal with surging revenue marks a power shift in the model race.